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Security in Service Requests

Service Request security is covered in the following areas:
  • Service Request Secured Actions
  • Contacts and Approver's Service Request Access to Serraview

Service Request Secured Actions


Access to this module is managed using secured actions and roles.

The System Administrator is responsible for which users are given access and the following secured actions relate to this module:

Secured Action Description

Service Request - Access

Access to the Service Request module.
Service Request - Add/Remove Service Provider On Request  
Service Request - Allow Request Complete E-Mails  
Service Request - Allow unlock requests  
Service Request - Approved Notification  

Service Request - Assign Existing Service Requests

 

Service Request - Assign New Service Requests

 

Service Request - Create new service request

Ability to create a Service Request.
Service Request - Create Survey  

Service Request - Delete Comments

 

Service Request - Edit Service Requests

 
Service Request - Edit Authorisor  
Service Request - Edit Default Authorisers  
Service Request - Edit My Requests  
Service Request - Edit My Requests Full Access  
Service Request - Edit Resolution Dates  
Service Request - Edit Service Provider Types  
Service Request - Edit Service Providers  
Service Request - Edit Service Requests  
Service Request - Manage Survey Recipients  
Service Request - Manage Surveys  
Service Request - Send Approval E-Mails  
Service Request - View All Request Queues  
Service Request - View BOS tab in SR form  
Service Request - View Business Requests  
Service Request - View Survey Results  
Service Requests - Access Work Orders  
Service Requests - Archive + Delete
 
Service Requests - Create Work Order Facilities Request  
Service Requests - Manage Status Mappings  
Service Request - Receive Assignment Emails

The assignee needs this secured action to receive the assignment email. If they do not have this secured action the email will not be sent.

Service Requests - Send Manual Emails

Allows the user to send manual emails.

Workplace - My Service Requests

Ability to access the My Service Request screen, refer to View your Service Requests.

Configuration - Service Requests - Access  

To view requests submitted by other users:

  • Service Requests - View All Request Queues

To edit requests submitted by other users:

  • Service Requests – Edit All Request Queues

To upload attachments to the Submit a new Service Request:

  • General - Can Upload Files

The secured actions for reports are:

  • Report[213] - Workplace Service Requests (Admin)

  • Report[213] - Workplace Service Requests (View & Share)

  • Report[213] - Workplace Service Requests (View)

  • Report[63] - Business Case (Admin)

  • Report[63] - Business Case (View & Share)

  • Report[63] - Business Case (View)

  • Report[82] - Completed Service Requests by Division (Admin)
  • Report[82] - Completed Service Requests by Division (View & Share)

  • Report[82] - Completed Service Requests by Division (View)

If you require access then contact your System Administrator. For information on how to add secured actions to a role, refer to Manage User Roles.

Contacts and Approver's Service Request Access to Serraview


When you assign a Service Request to a contact or an approver then Serraview will automatically create a User Account for that employee and will send out an invitation email. This email details how the employee can reset their password and then sign in.

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